I have created a workflow for Purchase Order and it is working fine. Although I can see the current status of the PO but I could not trace the time and date of every approval stage. This is needed for monitoring the TAT as well as to monitor the performance of every staff in that particular workflow.
Perhaps I did not clearly state my enquiry. Let me explain:
I created a workflow for Purchase Order that a Purchase User will first need to get approval from Purchase Manager and then approval from Accounts Manager.
To trace the TAT, is it possible to track the “stamped” date & time of a particular PO when it reaches the Purchase Manager (to measure the time it takes for Purchase Manager to make his/her decision) and then finally track the date & time when it reaches Accounts Manager?
@clarkej Yes, this is the definition of TAT. In my previous company (banking industry), TAT is a very useful tool to monitor the progress of every workflow such as loan submissions, accounts opening, etc. This is a very crucial metric reflected in staff’s KPI. So I was wondering if ERPNext has this feature; after all ERP is about improving effectiveness and efficiency.
Ya, I agree but it is not limited to call centre and support ticket system only; I would say most of the service-based businesses would benefit from it too because it measures the efficiency of the workforce (which in most cases, the biggest portion of their expenses). I will try to search for it and if I am able to find it, I will post it here… meanwhile if anyone is able to find it, please post it here.